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Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
601
Siemens Fonds Invest
Germany
$5M -$55.8K -730 -1%
MPM
602
Meritage Portfolio Management
Kansas
$4.99M -$284K -3,723 -6%
SWP
603
Stratos Wealth Partners
Ohio
$4.96M +$66.3K +868 +1%
SWP
604
Strategic Wealth Partners
Ohio
$4.94M +$277K +3,628 +6%
KFP
605
KMG Fiduciary Partners
Ohio
$4.91M -$312K -4,080 -6%
CWM
606
Compass Wealth Management
Connecticut
$4.9M -$810K -10,600 -15%
LSPW
607
Lake Street Private Wealth
Illinois
$4.88M +$357K +4,673 +8%
BMSSC
608
B. Metzler seel. Sohn & Co
Germany
$4.88M -$2.83M -36,989 -38%
ISB
609
Iowa State Bank
Iowa
$4.87M +$252K +3,301 +6%
CVM
610
Cheviot Value Management
California
$4.86M -$192K -2,509 -4%
GCM
611
Garland Capital Management
Washington
$4.84M -$19.1K -250 -0.4%
WIM
612
Westside Investment Management
California
$4.82M -$150K -1,969 -3%
RWP
613
RWA Wealth Partners
Massachusetts
$4.82M -$268K -3,503 -5%
LJHT
614
Laurie J. Hall Trustee
$4.81M +$20.6K +270 +0.4%
VWA
615
Visionary Wealth Advisors
Illinois
$4.8M +$71.4K +935 +2%
HWM
616
Hohimer Wealth Management
Washington
$4.74M -$29.7K -389 -0.7%
AC
617
Arjuna Capital
North Carolina
$4.73M +$168K +2,204 +4%
RWA
618
River Wealth Advisors
Pennsylvania
$4.7M +$304K +3,979 +7%
NSIM
619
North Star Investment Management
Illinois
$4.7M -$167K -2,180 -4%
CNBT
620
Canandaigua National Bank & Trust
New York
$4.65M -$114K -1,495 -3%
TI
621
Tidal Investments
Wisconsin
$4.6M -$1.6M -20,924 -27%
BCFS
622
Butensky & Cohen Financial Security
Florida
$4.59M +$55.5K +726 +1%
HCPC
623
Hamilton Capital Partners (Canada)
$4.58M +$4.38M +57,386 New
IAA
624
Independent Advisor Alliance
North Carolina
$4.54M -$615K -8,047 -12%
SCM
625
Shelton Capital Management
Colorado
$4.54M +$38.2K +500 +0.9%
23 24
25
26 27